Winch Advisory Services’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Winch Advisory Services’s Portfolio SPIB Stock Details SPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.59M	Buy	77,324 +3,231	+4%	+$108K	0.54%	31
2026 Q1	$2.49M	Buy	74,093 +1,923	+3%	+$65K	0.57%	28
2025 Q4	$2.44M	Buy	72,170 +4,328	+6%	+$147K	0.54%	30
2025 Q3	$2.3M	Buy	67,842 +5,430	+9%	+$183K	0.52%	30
2025 Q2	$2.1M	Sell	62,412 -3,128	-5%	-$104K	0.51%	32
2025 Q1	$2.18M	Buy	65,540 +5,683	+9%	+$187K	0.58%	30
2024 Q4	$1.96M	Buy	59,857 +10,393	+21%	+$344K	0.51%	31
2024 Q3	$1.67M	Buy	49,464 +1,688	+4%	+$56.1K	0.46%	31
2024 Q2	$1.56M	Buy	47,776 +5,714	+14%	+$185K	0.44%	32
2024 Q1	$1.38M	Buy	42,062 +14,116	+51%	+$460K	0.42%	33
2023 Q4	$917K	Buy	27,946 +8,153	+41%	+$259K	0.3%	42
2023 Q3	$622K	Buy	19,793 +1,403	+8%	+$44.7K	0.23%	48
2023 Q2	$591K	Buy	18,390 +979	+6%	+$31.6K	0.21%	50
2023 Q1	$566K	Buy	17,411 +792	+5%	+$25.5K	0.22%	51
2022 Q4	$529K	Sell	16,619 -756	-4%	-$23.9K	0.23%	51
2022 Q3	$544K	Buy	17,375 +790	+5%	+$25.8K	0.23%	48
2022 Q2	$541K	Sell	16,585 -21,113	-56%	-$698K	0.22%	49
2022 Q1	$1.29M	Sell	37,698 -1,068	-3%	-$37.4K	0.45%	35
2021 Q4	$1.4M	Sell	38,766 -2,554	-6%	-$92.6K	0.46%	37
2021 Q3	$1.51M	Sell	41,320 -3,441	-8%	-$127K	0.53%	35
2021 Q2	$1.64M	Buy	44,761 +443	+1%	+$16.2K	0.59%	33
2021 Q1	$1.61M	Buy	44,318 +1,005	+2%	+$36.9K	0.64%	34
2020 Q4	$1.61M	Buy	43,313 +258	+0.6%	+$9.52K	0.67%	31
2020 Q3	$1.58M	Buy	43,055 +4,730	+12%	+$174K	0.67%	26
2020 Q2	$1.4M	Buy	38,325 +124	+0.3%	+$4.41K	0.67%	27
2020 Q1	$1.3M	Sell	38,201 -875	-2%	-$30.7K	0.65%	22
2019 Q4	$1.38M	Buy	39,076 +2,577	+7%	+$90.8K	0.65%	31
2019 Q3	$1.29M	Buy	36,499 +721	+2%	+$25.3K	0.67%	28
2019 Q2	$1.25M	Buy	35,778 +1,033	+3%	+$35.4K	0.65%	32
2019 Q1	$1.19M	Buy	34,745 +1,919	+6%	+$64.5K	0.66%	36
2018 Q4	$1.08M	Buy	32,826 +400	+1%	+$13.2K	0.6%	35
2018 Q3	$1.08M	Buy	32,426 +965	+3%	+$32.1K	0.54%	40
2018 Q2	$1.05M	Buy	31,461 +713	+2%	+$23.7K	0.56%	41
2018 Q1	$1.03M	Buy	+30,748	New	+$1.04M	0.6%	42

Other funds holding SPIB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Winch Advisory Services's SPIB Position: Q2 2026 in Review

Winch Advisory Services increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 4.4% in Q2 2026, buying an estimated $108K and bringing the position to 77,324 shares worth $2.59M. The position accounts for 0.54% of the portfolio, ranked #31.

Winch Advisory Services first reported a position in SPIB in Q1 2018 and has held it in 34 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Winch Advisory Services held 77,324 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $2.59M as of Q2 2026.
Winch Advisory Services bought 3,231 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $108K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.54% of Winch Advisory Services's portfolio in Q2 2026, its #31 holding.
Winch Advisory Services first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2018 and has held it in 34 quarters since.
587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.